Business Value and Strategic Options Analysis to present recommendations to the business owner
Exit Planning Resources
Take control of your business future with these helpful Exit Planning resources.
Exit Planning Client Questionnaire
The First Step in exiting a business on your own terms
Personal Readiness Scorecard
See how ready an owner is and what steps they should take first when preparing for their exit.
Business Readiness Scorecard
See how ready an owner is and what steps they should take first when preparing for their exit.
Set For Life Questionnaire
A simple way to get a general idea of an owner's attractiveness and readiness score
Life After Business
Keep or Sell Test
Help business owners evaluate their readiness for an exit
Express Business Valuation Report
An evaluation template to present to business owners during the business valuation process
Retirement Satisfaction Predictor
Guidance for business owners as they begin to think about retirement
Confidential Estate Planning Form
Use this document as a template for Confidential Estate Planning
54 Value Factors
Use the 54 Value Factors as a guide to rank your business prior to the Triggering Event
Business Attractiveness Scorecard
See how ready you are and what steps you should take first when preparing for an exit
Every Family's Business - Tom Deans Blueprint
12 Questions designed to help family business owners protect their wealth and family relationships.Â
Sample Personal Contingency Plan
A template for putting a contingency plan in place
Post Sale Transition ChecklistÂ
A detailed list of tasks to accomplish during the exit planning process
EPI Prospect Nondisclosure Agreement
A template for Advisors and Business Owners before beginning their business relationship
Detailed Exit Planning Report
A Step-by-Step guide to exiting a business on your own terms and schedule
Are You Ready?
A set of 10 simple statements to help owners determine what they need to accomplish to be "ready"
Understanding Your Business Value
To increase value and minimize risks in your business, you should follow the 5 Stages of Value...
